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Fiduciarys in Minnesota

Fiduciarys in Edina, MN

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17 results found

Paul Bosman Edina, MN

Professions & Specialties

Receivership • Fiduciary • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Bittle Bosman LLC
France Place, 3601 Minnesota Dr., Ste. 800, Edina, MN
Specialties:
Bankruptcy(40%, 30), Bankruptcy Chapter 7
ISLN:
921153410
Admitted:
2008
Full Profile

Curtis Purington Minneapolis, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Owner • Operations Manager • Chief Executive • Financial Manager • Advisor • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Safe Harbor Capital Management, LLC
Title:
Fiduciary Investment Manager 612-234-7233
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
Safe Harbor Capital Management, LLC - Bloomington, MNOwnersince Aug 2012Oppenheimer & Co. - Greater Minneapolis-St. Paul AreaPortfolio ManagerSep 2010 - Aug 2012
Skills:
Portfolio Management, Trading, Investment Strategies, Investment Advisory, Equities, Asset...
Full Profile

Nancy Sammons Minneapolis, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Model • Investor • Team Member

Experience & Education

Position:
Senior Accountant at Cargill
Title:
Senior Financial Accountant at Cargill
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Cargill - Wayzata, MNSenior Accountantsince Dec 2008Cargill (Lacrosse Global Fund Services div) - Edina, MNSenior Financial AccountantMar 2006 - Nov 2008
Full Profile

Lynn Leegard Minneapolis, MN

Professions & Specialties

Arbitrator • Commissioner • Fiduciary • Referee • Judge • Mediator • Trust Law Attorney • Lawyers • Educator • Education Professional • Instructor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Non-Profit • Agent • Sales Representative • Psychology Specialist

Experience & Education

Position:
Educator and Professional Development at Lynn M. Leegard, Real Estate Litigation Support and Expert ...
Title:
Educator and Professional Development
Location:
Greater Minneapolis-St. Paul Area
Industry:
Real Estate
Work history:
Lynn M. Leegard - Blaine, MNEducator and Professional Developmentsince Oct 2009Lynn M. Leegard - Blaine, MNReal Estate Litigation Support and Expert Testimonysince Jan 2012
Certifications:
Real Property Law Specialist, Minnesota State Bar Association
CCIM, National Association of REALTORS
Full Profile

Ryan Disrud Minneapolis, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Support Engineer • Customer Service • Information Technology Specialist • IT Specialist • Visual Basic Developer • Computers Specialist • Computer Specialist • Software Developer • Software Developers • Supporting Member • Technician • Lead Worker • Production Worker • Managers • Analysts • Computer Operator Specialist • Team Member • Technical Specialist • Technical Support Specialists • Sales Agent • Consumer Goods Professional • Sales Representative • Commodities Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Project Managers • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
IT Support Engineer at Fiduciary Counselling INC.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Information Technology and Services
Work history:
Fiduciary Counselling INC. - St. Paul, MNIT Support Engineersince Jun 2013Blue Cross and Blue Shield of Minnesota - Egan, MNDay 1 Desktop Support Engineer LeadJan 2013 - Jun 2013
Certifications:
Dell Technician, Dell
Dell Lead Technician, Dell
Full Profile

Brian Faeth Minneapolis, MN

Professions & Specialties

Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Director • Financial Officer • Financial Manager • Financial Analyst • Manager • Chief Executive • Operations Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service • Human Resources Specialist • Recruitment • Bachelor of Science

Experience & Education

Position:
Finance & Accounting Consultant at Faeth Consulting
Title:
Finance & Accounting Consulting
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Faeth Consulting - Edina, MNFinance & Accounting Consultantsince Nov 2011Capella University - MinneapolisDirector of Finance - Strategy and Business DevelopmentJan 2008 - Nov 2011
Skills:
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Modeling,...
Involved in various fiduciary duties related to 401k and ESOP retireme..
Full Profile

Nicole Rosandich Minneapolis, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Manager • Operations Manager • Analyst • Supervisor • Guide • Analysts • Managers • Tour Guide • Manager • Management Team Executive • Financial Manager • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Administrator • Educational Manager

Experience & Education

Position:
Sr. Mortgage Consultant at PHH Home Loans
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
PHH Home Loans - Edina, MNSr. Mortgage Consultantsince Jul 2013Marketplace Home Mortgage - Edina, MNBusiness Development ManagerNov 2012 - Jun 2013
Skills:
Social Media Marketing, Investments, Retirement, Wealth Management, Strategic Financial Planning,...
Certifications:
Nationwide Mortgage Licensing System, MN Department of Commerce
Certified Financial Planner TM, Certified Financial Planner Board of Standards
Full Profile

Kyle Payne Minneapolis, MN

Professions & Specialties

Branch Manager • Field Marketing Specialist • Marketing Administrator • Supporting Member • Team Member • Area Manager • Managers • Territory Sales Manager • Marketing Manager • Region Manager • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Bookkeeper

Experience & Education

Position:
Branch Manager at Associated Bank
Location:
Greater Minneapolis-St. Paul Area
Industry:
Outsourcing/Offshoring
Work history:
Associated Bank - Eden Prairie, MNBranch Managersince Apr 2013Paylocity District Sales ManagerNov 2010 - Apr 2013
Skills:
Consultative Selling, Fundraising, Problem Solving, Benefits, Payroll, Employee Benefits
401,k,Fiduciary Support
Full Profile

Jon Govin Minneapolis, MN

Professions & Specialties

Fiduciary • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Chief Information Officer • Chairperson • Technology Director • Technology Manager • Technical Managers • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Manager • Purchasing Manager • Compliance Manager • Financial Officer • Financial Manager • Operations Manager • Purchasing Managers • Analyst • Organization Management • Analysts • Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • Bachelor of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Vice-President Wealth Management - CIO at Summit Wealth Advocates, LLC
Title:
Vice-President Wealth Management at Summit Wealth Advocates, LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Summit Wealth Advocates, LLC - Champlin, MNVice-President Wealth Management - CIOsince Aug 2010Minnesota Society of CPAs Member1985 - 2011
Full Profile

Catherine Rossini Minneapolis, MN

Professions & Specialties

Trust Law Attorney • Lawyers • Chief Accountant • Accounting Analyst • Account Manager • Financial Analyst • Financial Director • Financial Officer • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Senior Accounting Analyst at BioScrip
Title:
Senior Accountant at BioScrip, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
BioScrip - Eden Prairie, MNSenior Accounting Analystsince Aug 2012Spotlight Media Relations - Rosemount, MNChief Financial Officer - part timeFeb 2010 - Sep 2012
..Reporting/Audit Accountant at Fiduciary Counselling
Full Profile

Sarah Griffith Minneapolis, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Quality Analyst • Operations Research Analysts • Team Leader • Operations Manager • Biller • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Associate in Applied Science • Hospital Care Professional • Health Professional • Health Practitioner • Information Technology Specialist • IT Specialist • Analysts • Educator • Education Professional • Instructor

Experience & Education

Position:
Billing Quality Analyst at Optum
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Optum - Eden Prairie, MNBilling Quality Analystsince Jul 2013Kroll Ontrack - Eden Prairie, MNProject Billing Team LeadSep 2010 - Jul 2013
Full Profile

Josh Kramber Minneapolis, MN

Professions & Specialties

Trust Law Attorney • Lawyers • Supervisor • Project Manager • Managers • Project Managers • Accounting Bookkeeper • Bookkeeper • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Senior Corporate Accountant at Univita Health Inc
Title:
Senior Corporate Accountant at Univita Health, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Univita Health Inc - Eden Prairie, MNSenior Corporate Accountantsince Jul 2012Open Access Technology International, Inc Accounting SupervisorJun 2009 - Dec 2012
corporate and fiduciary tax returns
Full Profile

Jennifer Hentges Edina, MN

Professions & Specialties

Trust Law Attorney • Lawyers • Marketing Professional • Marketing Consultant • Advertising Sales Agent • Market Analyst • Market Research Analyst • Coordinator • Managers • Administrative Clerk • Clerical Specialist • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Rbc wealth management - Minneapolis, MN
High net worth coordinator - wealth management services
Company:
Rbc wealth management - Minneapolis, MN
Marketing consultant

Skills

Wealth Management, Consulting, Strategy Development, Relationship Management, Program Management,...
Full Profile

Bill Plante Edina, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Advisor • Director • Vice President • Chief Executive • Operations Manager • Tax Consultant • Tax Accountant • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Wells fargo investments, llc - Minneapolis, MN
Wealth insurance specialist
Company:
Corporate commission of the mille lacs band of ojibwe indians - Onamia, MN
Consultant

Skills

Series 7, 66, 63 & 24 Licenses and Life and Health Insurance Licenses
Full Profile

Mike Thomas Edina, MN

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Buyers Agent • Puchasing and Estimating Manager • Agent • Sales Representative • Financial Manager • Buyer and Seller • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Foreclosure
Work:
Keller Williams Realty Integrity
7401 Metro Boulevard Suite #350, Edina, MN 55439
Experience:
11 years years
Full Profile

Mike Thomas Edina, MN

Professions & Specialties

Trust Law Attorney • Lawyers • Agent • Sales Representative • Nurse • Nurse Practitioner

Experience & Education

Specialties:
REO / Bank Owned, Residential sales, Luxury homes, First time home buyers, Distressed properties, Relocation
Work:
Keller Williams Realty Integrity Edina
Edina, MN
(612) 916-0279 (Phone)
License #20404670
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Interests:
Fishing, golfing, spending time with our kids and grandchildren, meeting new friends
Languages:
English
and fiduciary duty to our clients
Full Profile

Cary Cover Philadelphia, PA

Professions & Specialties

Senior Advisor • Advisor • Director of Customer Operations • Vice President • Marketing Manager • Chief Executive • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Senior Consultant, Account Director at EQECAT, Inc.
Title:
Senior Consultant at EQECAT, Inc
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
EQECAT, Inc. - Irvine, CA & Elkton, MDSenior Consultant, Account Directorsince Jun 2001Collins Associates - Bloomington, MNVice PresidentSep 1991 - Jun 2000
Fiduciary Accounting
Full Profile

Fiduciarys near Edina, MN093186279372465MinneapolisSaint PaulHopkinsBurnsvilleChaskaPrior LakeChanhassen


Fiduciarys around Edina, MN

Burnsville  (7)
Chanhassen  (1)
Chaska  (3)
Hopkins  (10)
Minneapolis  (464)
Prior Lake  (3)
Saint Paul  (32)

Fiduciarys in Minnesota

Sub-specializations

Fiduciary  (17)